13FBOX
ADVISORS SER TR · 13F Institutional Holdings
Options Calculator Rankings
A

ADVISORS SER TR

GKAT
Institutions
7
Combined AUM (Q2 2026)
$902.3M
Combined Shares (Q2 2026)
3.1M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+238,527
4 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-18,433
2 · 1 Exit · ≈
⚖️ Net
+220,094
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$902.3M
Institutions
7
New Buys
3
Adds
1
Reduces
1
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Roehl & Yi Investment Advisors, LLC
0.27%#2$769.5M17,827$00+17,827New Buy
SCHARF INVESTMENTS, LLC
4.33%3.56%#1$131.1M3.0M$115.5M2.8M+209,748+7.42%Add
Focus Partners Wealth
<0.01%<0.01%#6$830,78419,247$826,19620,220-973-4.81%Reduce
CITADEL ADVISORS LLC
<0.01%#7$259,1576,004$00+6,004New Buy
MGO ONE SEVEN LLC
<0.01%<0.01%#4$244,6975,669$231,6355,66900.00%Unchanged
Beacon Pointe Advisors, LLC
<0.01%<0.01%#5$228,8135,301$216,5995,30100.00%Unchanged
Virtu Financial LLC
0.01%#3$213,5764,948$00+4,948New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow